User-Defined Picklists

On the User-Defined Picklist form, set up picklists of values that can be selected when entering monitoring parameter results. For example, a picklist called "Variation Cause" could be established with the following values"

• Acquisition/Divestment

• Estimation Methodology Revision

• Production Change

• Real Sustainable Reduction

• Other

A picklist with set values provides greater data entry accuracy and consistency. Picklist values can be selected in the Picklist Value field on the following forms:

• Parameter Data Entry

• Parameter Group Data Entry

• Parameter Results View

• Production Planning

• Parameter Group Import Review

• Sample Quickfill

For the Parameter Group Data Entry form, the Picklist Values option must also be selected in the Data Entry Grid Configuration section on the Parameter Group/Master Parameter Group form. Refer to Parameter Groups and Master Parameter Groups for additional information.

Each parameter may be associated with one picklist. However, a picklist can be assigned to one or more parameters. Select applicable parameters in the in the Parameter Assignment section on the User Defined Picklist form. A picklist can also be assigned to a parameter on the Parameter Name form. Edits made to the parameter/picklist association on either form update the information in both forms.

In the Picklist Values section on the User Defined Picklist form, add the values for the list. Each value is displayed as a line item. Use the buttons adjacent to the line item for editing and the up/down arrows at the end of the line item to rearrange the order of the list values. The order displayed in the Picklist Values section is the same order as the values listed in the Picklist Values field on the forms where monitoring data is entered.

For each picklist value, equivalent entries in different languages can be defined. When localization has been implemented, the Culture setting assigned to a user determines which entry is displayed in field lists on Essential forms. Enter the corresponding picklist values and associate each one with the appropriate language in the Picklist Value Language Values section.

Tip:  Once a picklist value has been assigned to a monitoring parameter result, it cannot be deleted.

User-Defined Picklist Security

The User Defined Picklist is its own security object and element security for the Parameter Names security object in the General Security profile. Users must be granted Parameter Names element security to view/edit the Parameter Assignment section on the User Defined Picklist form. If the Parameter Names element security permissions are not assigned, users can set up picklists and picklist values only.

Parameter Names is its own security object and element security for the User Defined Picklist security object in the General Security profile. Users must be granted User Defined Picklist element security to view/edit the Picklist Name field on the Parameter form.

Refer to General and Entity-Dependent Security Profiles for additional information.

To establish picklists and picklist values

1. Click Data Entry > Validation > User Defined Picklists in the Navigation Tree.
   
   The User Defined Picklists list appears.

2. Click the New button.
   
   The User Defined Picklist form is displayed.

3. Enter a Picklist Name.

4. Expand the Picklist Values section, when necessary, and click Add Picklist Value.

5. Enter the Picklist Value. A maximum of 50 characters can be entered.

6. Click Add Language Value in the Picklist Value Language Values section to enter the picklist value in different languages. Otherwise, skip to step 9.

7. Select a Language from the list, enter the Picklist Value for the language selected and click OK.
   
   The translation information is displayed as a line item in the Picklist Value Language Values section. Edit existing translation information using the buttons adjacent to the line item. in the Validation List section. To edit existing validation list entries, use the buttons adjacent to the line item.

8. Repeat steps 6 and 7 to enter other language translations.

9. Click OK.
   
   The value is displayed as a line item in the Picklist Values section. Use the buttons adjacent to the line item to change existing values. Once a value has been assigned to a result, it cannot be deleted.

10. Repeat steps 4 through 9 to add other picklist values.

11. Use the up/down arrow buttons at the end of each line item to change the order of the values in the list.
    
    The order displayed in the Picklist Values section is the same order as the values listed in the Picklist Values field on the forms where monitoring data is entered.

12. Click Save.
    
    The Parameter Assignment section is displayed.

13. Expand the Parameter Assignment section and click Add Parameters.
    
    Parameters that have not been associated with a picklist are displayed.

14. Click the check box adjacent to each applicable parameter and click Add.
    
    Each parameter selected is displayed as a line item. To remove a parameter, click the Delete button adjacent to the line item. Once a picklist value has been assigned to a monitoring parameter result, it cannot be deleted.

15. Click Save.